Design and Implementation
Group Name*
Date*
How many admins will be using the Admin Console?*
Please specify their name and emails*
Please provide the best date for a Train the Admin*
Does your group currently use a CRM*
If so, which one?
who administers their website for content?*
Does Group have tech savvy webmaster?*
How do you currently communicate with members?*
How do you currently Send notices about events?*
Describe how Chamber currently facilitate leads*
Describe LEAD DISTRIBUTION organization process*
How do you keep track of leads from your members?*
Please describe a few community member personas*
Discuss upcoming events, how many members expected*
Go-Live Schedule*
Onboarding and Training Dates*
Who will handle Workflow for Interested/NONMEMBERS*
Will Chamber offer trial w/out initial membership?*
For how long?
Does Group Manager want Directory to be PUBLIC?*
Interest in connecting with other Groups?*
Benefit examples for innerlinking with communities*